The firm and the client fit
Define who the firm serves, which relationships it handles best, and what makes the client experience materially different.
Website design for private wealth firms.
Founder-led custom websites for boutique wealth firms, family offices, and advisors who need trust before the first meeting.
Who it is forPrivate wealth and family-office-facing firms
InvestmentCustom Studio Build from $5,000
First reviewTypically 7 to 10 days after kickoff
Review boundaryClient legal and compliance approval required
A principal's commissioning brief.
A strong private wealth website starts by resolving the firm's real trust decisions, not by choosing a template.
The people behind the advice
Give each principal and advisor enough space for credentials, role, experience, and a plain explanation of how the team works together.
The service model
Explain planning, investment management, family coordination, and other services at the level the firm can support and approve.
The next responsible step
Route qualified prospects to a conversation while keeping sensitive client information inside approved portals and providers.
One site, several trust decisions.
Private wealth sites rarely serve one reader. The structure should help each audience find the evidence it needs without turning the homepage into a directory.
- Prospective clients
- Who the firm serves, what the relationship covers, who they will work with, and how to begin.
- Family members
- A clear explanation of the team, continuity, communication, and how the firm supports more than one generation.
- Attorneys and CPAs
- Enough specificity to understand the firm's role, coordination model, and professional fit before making a referral.
- Prospective hires
- The firm's point of view, leadership, client standards, and the kind of practice the team is building.
Evidence without borrowed authority.
TMN has confidential private-wealth work. The client identity, engagement details, and results are not published. This representative image is category-level evidence only and does not stand in for a named case study.
Trevor Niemann's background across fintech, private wealth, family offices, capital raising, and enterprise sales is public founder context. The buyer verification page lists the live client sites and third-party sources that can be checked outside this website.
Build for the firm's review process.
Review responsibilities should be settled before copy and design become expensive to change. TMN prepares the website for the client's reviewers and keeps approval with the firm.
TMN prepares
- Factual positioning and service copy within the approved scope
- Team bios, disclosure locations, link labels, and review-ready layouts
- Semantic HTML, search foundations, internal links, and matching structured data
- A clear revision path for firm, counsel, CCO, or broker-dealer comments
The firm approves
- Services, credentials, affiliations, and every factual statement about the firm
- Testimonials, endorsements, performance presentation, and required disclosures
- Form ADV, Form CRS, BrokerCheck, privacy, and other filing or link requirements when applicable
- Archiving, recordkeeping, supervision, legal interpretation, and final publication
TMN does not provide investment advice or legal or compliance approval. For a deeper planning resource, use the RIA website compliance guide and have the firm's own reviewers interpret the rules that apply.
Best for established firms with a real trust burden.
Boutique wealth firms, family offices, and multi-advisor teams are the strongest fit when custom positioning, direct founder access, project-file ownership, and a careful review process matter more than the lowest-cost template.
Probably not a fit
Wirehouse-scale enterprise builds, template subscriptions, ad-buying-only work, or any engagement that expects TMN to provide compliance approval, secure client-portal software, or investment advice.
Investment and timing
Most projects in this category fit a Custom Studio Build from $5,000, with first reviews typically targeting 7 to 10 days after kickoff. A narrower Full Site Rebuild may fit from $3,750. The signed agreement controls scope, price, and timing.
Private wealth website questions.
The practical details firms ask before commissioning the work.
Do you build only for registered investment advisers?
No. TMN also works with boutique wealth managers, multi-family offices, single-family-office teams, family-office-facing advisors, and other professional firms. The engagement must fit TMN's published scope and the client's own legal and compliance requirements.
Can TMN approve financial-services compliance?
No. TMN can prepare factual copy, disclosure locations, and page layouts for the firm's review. The client's CCO, broker-dealer, counsel, or other responsible reviewer interprets the applicable rules and gives final approval.
How much does a private wealth website cost?
Most private wealth and family-office-facing projects fit TMN's Custom Studio Build from $5,000. A smaller Full Site Rebuild may fit from $3,750 when the approved scope is narrower. The signed agreement controls the final scope and price.
How quickly will we see the first design?
Custom Studio Build projects typically target a first review within 7 to 10 days after kickoff. Final launch timing depends on firm-supplied content, integrations, legal or compliance review, revisions, and approvals.
Who owns the completed website?
After full payment, clients receive the completed website files and project assets created by TMN, subject to the signed agreement. Domains, third-party accounts, licensed assets, hosting, and integrations remain governed by their providers and separate terms.
Can the site connect to a client portal or scheduler?
Yes, when the provider supports the connection and it is included in scope. Secure client data should remain inside the firm's approved portal or provider. TMN does not move sensitive client data into a public website form.
Need the website to carry more trust?
Tell us who the firm serves, what prospects have to believe, and who reviews the final work. You will work directly with Trevor and Taylor.